|
401
|
Bordeaux Wealth Advisors
Menlo Park,
California
|
$17.9M
|
+$13.4K
|
+67
|
+0.1%
|
|
|
402
|
Carson Wealth (CWM LLC)
Omaha,
Nebraska
|
$17.9M
|
+$61.1K
|
+305
|
+0.3%
|
|
|
403
|
First Western Trust Bank
Denver,
Colorado
|
$17.8M
|
+$17.2M
|
+85,787
|
+5,482%
|
|
|
404
|
Atria Investments
Charlotte,
North Carolina
|
$17.8M
|
-$6M
|
-29,957
|
-26%
|
|
|
405
|
Wind River Trust Company
Jackson,
Wyoming
|
$17.7M
|
+$663K
|
+3,310
|
+4%
|
|
|
406
|
Cary Street Partners Investment Advisory
Richmond,
Virginia
|
$17.7M
|
-$46.6K
|
-233
|
-0.3%
|
|
|
407
|
Obermeyer Wealth Partners
Aspen,
Colorado
|
$17.5M
|
+$378K
|
+1,887
|
+2%
|
|
|
408
|
Roundview Capital
Princeton,
New Jersey
|
$17.4M
|
-$37.8K
|
-189
|
-0.2%
|
|
|
409
|
Starfox Financial Services
The Woodlands,
Texas
|
$17.2M
|
-$118K
|
-591
|
-0.7%
|
|
|
410
|
Ogorek Anthony Joseph
Williamsville,
New York
|
$17.2M
|
+$30.8K
|
+154
|
+0.2%
|
|
|
411
|
Cannon Financial Strategists
Athens,
Georgia
|
$17.1M
|
+$74.9K
|
+374
|
+0.4%
|
|
|
412
|
WoodTrust Financial
Wisconsin Rapids,
Wisconsin
|
$17.1M
|
-$6.09M
|
-30,436
|
-27%
|
|
|
413
|
Capitol Family Office
Beaverton,
Oregon
|
$17M
|
+$105K
|
+523
|
+0.6%
|
|
|
414
|
Cozad Asset Management
Champaign,
Illinois
|
$17M
|
-$93.9K
|
-469
|
-0.6%
|
|
|
415
|
Modera Wealth Management
Westwood,
New Jersey
|
$16.8M
|
+$1.02M
|
+5,115
|
+7%
|
|
|
416
|
Capital Advisors Ltd
Shaker Heights,
Ohio
|
$16.8M
|
+$155K
|
+772
|
+0.9%
|
|
|
417
|
Latigo Investments
Fort Lauderdale,
Florida
|
$16.5M
|
–
|
–
|
–
|
|
|
418
|
Glassy Mountain Advisors
Bethesda,
Maryland
|
$16.5M
|
+$16.1M
|
+80,275
|
+14,083%
|
|
|
419
|
Pinnacle Wealth Management Advisory Group
Red Bank,
New Jersey
|
$16.4M
|
+$1.14M
|
+5,679
|
+8%
|
|
|
420
|
Clarity Wealth Advisors
San Jose,
California
|
$16.4M
|
+$388K
|
+1,939
|
+2%
|
|
|
421
|
Mather Group
Chicago,
Illinois
|
$16.4M
|
+$106K
|
+530
|
+0.7%
|
|
|
422
|
First Horizon Advisors
Memphis,
Tennessee
|
$16.3M
|
-$797K
|
-3,981
|
-5%
|
|
|
423
|
Kestra Private Wealth Services
Austin,
Texas
|
$16.3M
|
+$87.3K
|
+436
|
+0.5%
|
|
|
424
|
Sensible Financial Planning & Management
Waltham,
Massachusetts
|
$16.3M
|
-$4.2K
|
-21
|
-0%
|
|
|
425
|
Northwest Wealth Management
Spencer,
Iowa
|
$16.2M
|
+$1.21M
|
+6,021
|
+8%
|
|
